Jason Robert Pokorny

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Milwaukee, WI
• 11/2016 → 08/2023
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
• 08/2023 → 01/2025
  Lincoln Financial Advisors
  Mequon, WI
• 01/2025 → Present
  Osaic Wealth, Inc.
  Mequon, WI

Previous Registrations

• 2023-09-01 → 2025-01-24
  Osaic Fa, Inc.
  Mequon, WI
• 2013-05-24 → 2023-08-04
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
  Mequon, WI
  Milwaukee, WI
  Milwaukee, WI
  Mequon, WI
  Milwaukee, WI
  Milwaukee, WI
  Mequon, WI
  Racine, WI
  Milwaukee, WI
• 2009-06-01 → 2013-06-19
  Morgan Stanley
  Mequon, WI
• 2009-01-16 → 2009-06-01
  Morgan Stanley & Co. Llc
  Mequon, WI
• 2004-02-20 → 2009-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mequon, WI
  Mequon, WI

Other Businesses

1) JASON POKORNY POSITION: Agent NATURE: sale of insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/25/2023 ADDRESS: 13314 N Lakewood Dr., Mequon WI 53097, United States DESCRIPTION: sale of life insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-04
• S63 Uniform Securities Agent State Law Examination
  1994-08-18